# Saved search filters

Save search criteria so you can return to the same visitor search, conversation queue or history view.

*Release 3.3 · admin, operator, supervisor*

## What it is

Saved filters let you reuse search criteria without entering them again. Queue and history filters appear as named tabs. Mobile visitor search has its own saved shortcuts.

## Who uses it and why

- Operators save the queues and visitor searches they use regularly.
- Supervisors save history criteria for repeated checks.
- Administrators with the **Settings** or **Manager** role use the same controls and manage operator search restrictions.

## Where to find it

Use **Save Filter** in the conversation queue or history search. In mobile visitor search, use **Save as shortcut**, then find the result under **Shortcuts**.

## How it works

1. Set the criteria in the relevant search screen.
2. Run the search and choose **Save Filter**, or **Save as shortcut** for a mobile visitor search.
3. Enter **Filter Name** or **Name**. Queue filters can also save a **Default Sort Field** and sort direction.
4. Select the saved tab or shortcut to run those criteria again.

Use **Update Filter** to change an existing queue filter, or **Delete Filter** to remove it. The history editor also offers **Save as New** when updating a saved filter. Deleting a mobile shortcut asks you to confirm **Delete this saved search?**

## Configure it

Save filters in the website and operator account where you want to use them. Queue and history tabs are retrieved for your current operator and website.

With the **Settings** or **Manager** role, you can review **Hide Search** and **Restrict Search** under **Settings › Account › Operators**. Restricted mobile searches must include **My Customers / Favorites**, **My Engagements** or **My Sales**, including when you use a saved shortcut.

### Fields

| Field | Where | Required | What it is for |
|---|---|---|---|
| Filter Name | Save Filter | Yes | Names a saved queue or history filter, with up to 50 characters in the editor. |
| Default Sort Field | Save Filter | No | Chooses the sorting field for a saved queue filter. |
| Ascending | Save Filter | No | Sorts the queue in ascending order for the selected field. |
| Descending | Save Filter | No | Sorts the queue in descending order for the selected field. |
| Name | Save Shortcut | Yes | Names a saved mobile visitor search. |

### Permissions

| Permission | Lets you |
|---|---|
| Hide Search | Hides visitor search for an operator using the Store App. |
| Restrict Search | Limits Store App visitor searches to criteria involving your customers, engagements or sales. |

## Limits and good to know

- A filter saves criteria, so its results can change as visitors and conversations change.
- Queue, history and mobile visitor shortcuts are separate lists.
- Queue and history filter names accept up to 50 characters in the editor.
- Mobile searches discard online-only criteria such as current basket value when searching offline visitors.
- Removing a filter does not remove the visitors or conversations it found.

## Depends on and works with

### This feature uses

- **Configured in** [Roles and permissions](ADM-008.md): Store App search restrictions apply when running a shortcut.
- **Works better with** [Chat queue](CHAT-005.md): Queue searches supply the criteria and sort order saved in queue filter tabs.
- **Works better with** [Conversation history and search](CHAT-024.md): Conversation history supplies the search criteria saved in history filter tabs.
- **Works better with** [Visitor search and filters](VIS-013.md): Visitor search supplies the criteria saved and rerun through mobile shortcuts.

### Used by

- **Enhances** [Visitor search and filters](VIS-013.md): Saved search shortcuts reuse visitor filter combinations.

## FAQ and troubleshooting

### Why have my saved results changed?

The saved filter runs a fresh search. It does not preserve a copy of earlier results.

### Why is a shortcut rejected in the Store App?

**Restrict Search** requires a criterion involving your customers, engagements or sales. Add one of those criteria and search again.

### Why can I not see my queue filter in mobile visitor search?

Mobile visitor shortcuts are separate from queue and history filters. Save the visitor search in the mobile search screen.

### Does deleting a filter delete conversations?

No. It removes the saved criteria only.